Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,660 | $133,981-42.8% | $112,249-31.7% | $134,532-43.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -5.20% | 47.16%-52.4pp | 27.48%-32.7pp | 418.27%-423.5pp |
| Employer contribution / active EE | $13,875 | $4,040+243.5% | $3,636+281.6% | $4,741+192.7% |
| Participant deferral / active EE | $3,300 | $5,292-37.6% | $4,729-30.2% | $6,401-48.4% |
| Admin fee / account holder | $5,828 | $7,492-22.2% | $6,412-9.1% | $11,429-49.0% |